OUR FIRM
We are a full-service CPA firm providing tax, accounting and consulting services in Southeastern, Michigan and across the US. We offer a fun work environment and client service atmosphere.
We are looking for a driven, detail oriented professional with a postive attitude to join our growing team. If you’d like to join our team, please send us a resume with a cover letter stating why you think you’d be a good fit.
Location: Clarkston, MI
Duration: part-time, possibly full-time during tax season (February – April 15th) – full-time within the next 12-18 months
Start date: TBD with a 90-day introductory/probationary period
Salary: commensurate with experience (provide requirements with resume)
Hours: M/W/F 8:00 – 5:00
SUMMARY OF RESPONSIBILITIES
The Office Manager is responsible for the firms overall administrative and clerical activities. Directs and coordinates office, client and facility services and any related activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Client Service: front desk, greet clients, phones, mailings
- Data entry
- Scanning and electronically filing documents
- Scheduling
- Assembling, distributing documents and obtaining client signatures
- Shredding
- Preparation of engagement letters
- Follow-up and contacting clients
- Assistance with social media accounts
- Provide initiative, recommendations, and assistance regarding policies, procedures, and firm matters
- IT network support (assists staff with IT issues and coordinates with IT vendor)
- Business meeting preparation (client meetings, staff meetings, and firm events)
- Event planning and coordination (client workshops and/or client events)
- Management of facilities (procurement of supplies, furniture and equipment)
- Firm calendar travel arrangements
- Coordinate firm CPE files and CPE budgets
- Distribution of minutes and other firm communication(s)
- Light cleaning and general maintenance
- Perform other duties as assigned by owner
JOB QUALIFICATIONS
- Committed to a client service approach
- Have excellent communication skills
- Possession of strong organizational skills
- Punctual
- Ability to perform several tasks concurrently with ease and professionalism
- Ability to effectively operate office equipment and computer programs
- Ability to type 30 words per minute
- Ability to work independently on assigned task as well as to accept direction on given assignments
- Ablilty to work effectively with staff members, clients, and vendors
EDUCATION AND EXPERIENCE
- Possession of a high school diploma or equivalent (GED)
- Two years of experience in clerical work or any equivalent combination of education, training and experience that demonstrates the ability to perform the duties of the position A PLUS but NOT required
- Bookkeeping or tax experience A PLUS but NOT required
BENEFITS
- Paid time off (after 90 days)
- 401(K) with employer match (after 2-year eligibility period)
- NO health insurance offered at this time
- Employee referral program
WORKING CONDITIONS
- In office
- Professional attire
- Occasional overtime hours required (on as needed basis during tax season)
Please submit resumes to matt@sentercpa.wpengine.com. Be sure to include salary requirements and preferred interview schedule. Call 248-934-0550 with any questions.
The above noted job description does not list all the duties of the job; you may be asked to perform other assignments and duties. This job description is intended to give a general sense of the responsibilities and expectations associated with the position. You will be evaluated in part based on your performance of the tasks listed above. The firm’s management has the right to revise this job description at any time.
